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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Experienced financial and operations professional with several years of experience within high-stress environments with a strong background within a variety of industries. Experienced in leading cross-functional teams, sourcing prospective clients, and managing portfolios of up to $75 million in assets. Equipped with a significant level of communication and interpersonal abilities in addition to a strong background in effectively fostering positive relationships with co-workers, vendors, and clients.


Key Competencies


         Relationship Management

         Project Management

         Business Development

         Staff Management

         Financial Products

         Strategy Implementation

         Investment Planning

         Market Trend Analysis

         Process Improvement

         Attention to Detail

         Complex Problem Solving

         Portfolio Management


Professional Experience

Bank of America, Philadelphia, PA January 2000-March 2016

Sr. Vice President, Credit Product Officer (2005-2016)

  • Directly managed several administrative and operational functions within a fast-paced environment with a focus on increasing productivity and efficiency within the organization
  • Supervised a team of 11 Relationship Managers which required providing individualized feedback in addition to acting as a liaison between field team members and underwriting
  • Assisted team members with field sales calls to both prospective and existing customers, performed financial data reviews, created structured deals, and prepared packets to be presented to both Underwriters and Risk Management team members
  • Recognized as the main contact for client credit issues for the largest credit exposures within the portfolio in addition to working closely with the special assets group


Vice President, Relationship Manager (2000-2005)

  • Utilized superior financial acumen in order to oversee a large-scale portfolio in addition to sourcing potential new business clients within the Pennsylvania/South Jersey territory
  • Identified client financial needs/goals and structured appropriate financial packages focused on achieving goals along with addressing all client inquired in a timely fashion
  • Successfully promotion to Sr. Vice President, Market Credit Officer in 2005 due to stellar performance and financial acumen


Corestates Bank/First Union June 1987-January 2000

Vice President, Relationship Manager

  • Coordinated all daily operations within the department which included supervising cross-functional teams and fostering positive relationships with clients


Education & Professional Development


Bachelor of Science, Finance, Pennsylvania State University


Member, Philadelphia Chapter Board of Directors

Member, Philadelphia Chamber of Commerce Small Business Banking Board

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